Creating a Batch

Bookkeepers need to have open batches in Acorn before recording payments, refunds, or NSF fees.

Batch Center > Batches > New Batch

From Batches:

1. Click the ‘New Batch’ menu item to open the ‘Create Batch’ window.
2. Enter the Batch Name.
3. Select the Batch Type (Payment, Refund or NSF) from the drop down menu.
4. Click ‘Add’ (the system will assign the next Batch number in sequence and create the Batch).